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SPDR Portfolio Long Term Treasury ETF

334 hedge funds and large institutions have $6.63B invested in SPDR Portfolio Long Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 100 reducing their positions, and 55 closing their positions.

Holders
334
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.33%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
59
Increased
152
Reduced
100
Closed
55
Calls
$356K
Puts
$2.13M
Net Calls
-$1.78M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
226
Coppell Advisory Solutions
Texas
$418K +$196K +6,756 +88%
Renaissance Technologies
227
Renaissance Technologies
New York
$418K +$418K +16,000 New
TWD
228
True Wealth Design
Ohio
$416K +$416K +15,912 New
AI
229
Auour Investments
Massachusetts
$412K +$36.6K +1,438 +10%
FFA
230
Farther Finance Advisors
California
$407K +$38.5K +1,474 +10%
KFG
231
Kingdom Financial Group
Arizona
$399K +$102K +3,903 +34%
SW
232
Simplicity Wealth
New Jersey
$395K -$640K -24,467 -62%
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$394K -$65.8K -2,350 -14%
Vanguard Group
234
Vanguard Group
Pennsylvania
$393K +$393K +15,026 New
CGFA
235
Colton Groome Financial Advisors
North Carolina
$379K -$25.9K -992 -6%
LMKC
236
L.M. Kohn & Company
Ohio
$366K +$37.7K +1,443 +11%
Betterment LLC
237
Betterment LLC
New York
$361K +$147K +5,625 +69%
TIM
238
Tevis Investment Management
Texas
$337K -$15.8K -606 -4%
LEFP
239
Leading Edge Financial Planning
Tennessee
$317K -$22.5K -860 -7%
WCFA
240
Walkner Condon Financial Advisors
Wisconsin
$300K +$11.8K +452 +4%
1WM
241
1900 Wealth Management
Texas
$291K -$13.1K -500 -4%
FAIM
242
Financial Advocates Investment Management
Washington
$288K -$6.43K -246 -2%
GWM
243
Geneos Wealth Management
Colorado
$282K +$8.63K +330 +3%
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$279K -$32.6K -1,247 -10%
AFG
245
Atomi Financial Group
New York
$276K +$276K +10,552 New
CAG
246
Csenge Advisory Group
Florida
$275K -$20.6K -786 -7%
AWA
247
Acorn Wealth Advisors
Michigan
$270K +$270K +10,312 New
PFGIA
248
Patriot Financial Group Insurance Agency
Massachusetts
$269K -$56.8K -2,172 -17%
WAG
249
Wallace Advisory Group
California
$265K -$16.1K -540 -6%
WF
250
Wayfinding Financial
Washington
$256K +$35.6K +1,386 +16%